Source
Keap

Keap

Destination
Agent CRM

Agent CRM

CRM MigrationStarting at $500

Migrate from Keap to Agent CRM

Effortlessly & Accurately

Transfer contacts, activities, and more from Keap to Agent CRM. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Keap to Agent CRM migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Keap vs Agent CRM

A quick look at both platforms to help you understand your migration path

Migrating from
Keap

Keap

Let's grow your business

Keap (formerly Infusionsoft) is a comprehensive CRM and marketing automation platform for small businesses, offering contact management, email marketing, sales pipeline tracking, invoicing, and e-commerce integration.

Founded 2001
Chandler, Arizona
Best for
Small BusinessMid-Market
Industries
Service IndustriesDigital AgenciesCoaching+2 more
Top Strength

Integrated marketing automation and email campaigns

Migrating to
Agent CRM

Agent CRM

AI-powered CRM for insurance agents

Agent CRM is an AI-powered customer relationship management platform built specifically for insurance agents. It features automated lead campaigns, email and SMS automation, task management, power dialer integration, and lead distribution to help agents streamline their workflow and close more deals.

United States
Best for
Small BusinessMid-Market
Industries
InsuranceInsurance Agencies
Top Strength

AI-powered lead response and engagement

Your New CRM

Why Agent CRM is a great choice

Agent CRM

Agent CRM

"AI-powered CRM for insurance agents"

Agent CRM is an AI-powered customer relationship management platform built specifically for insurance agents. It features automated lead campaigns, email and SMS automation, task management, power dialer integration, and lead distribution to help agents streamline their workflow and close more deals.

Ideal for: Insurance agents seeking modern AI-powered automation for lead management and customer engagement

AI-powered lead response and engagement

Pre-built automation campaigns ready to launch

Industries
InsuranceInsurance Agencies
Best For
Small BusinessMid-Market

Integrated power dialer for productivity

Fully customizable workflows and sequences

Learn more at

agent-crm.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Keap to Agent CRM

Keap
Agent CRM
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Not Available
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Not Available
Quotes
Mapping Required
Documents
Mapping Required
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Not Available

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Keap to Agent CRM Migration FAQ

Common questions about migrating from Keap to Agent CRM.

Related Migration Paths

Explore other popular CRM migrations similar to Keap to Agent CRM

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Agent CRM → Keap

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com